Orthodontic Practices Deserve Specialized Transition Advisory
Navigating a Rapidly Evolving Orthodontic Landscape
Orthodontic practices face unique market dynamics, from the rise of clear aligner therapy and direct-to-consumer competition to the rapid consolidation by Orthodontic Service Organizations (OSOs). We understand these forces and help you position your practice to capitalize on strong buyer demand while protecting your clinical legacy.
Extensive experience with orthodontic-specific M&A transactions and OSO partnerships
Understanding of production-based economics, contract values, and patient lifecycle revenue
Knowledge of multi-location orthodontic group dynamics and de novo expansion strategies
Expertise in navigating clear aligner vs. bracket mix considerations in valuations
Guidance on clinical autonomy, treatment philosophy preservation, and brand continuity
Access to a network of active orthodontic buyers including OSOs, DSOs, and private equity
Your Journey, Three Phases
Every transition is unique, but the path follows a proven rhythm. Each phase is guided by our 7 Pillars Framework, ensuring no angle goes unexamined. We walk with you so you feel informed, supported, and in control.
- DISCOVER (Steps 1-3)
Understanding Your Goals
Guided by the 7 Pillars Framework, we start by defining success on your terms. We assess your financial value, personal objectives, and risk tolerance to build a clear picture before anything moves forward.
Define your goals and what an ideal transition looks like
Educate you on available options and the current market
Analyze financials, operations, and growth opportunities
- EXECUTION (Steps 4-6)
Finding the Right Partner
With your 7 Pillars assessment complete, we go to market strategically. We evaluate partner fit, quantitative alternatives, and transaction timing to identify buyers and negotiate terms that reflect the full value of what you have built.
Identify partners aligned with your philosophy and vision
Procure multiple offers and create apples-to-apples comparisons
Facilitate a well-structured Letter of Intent
- CLOSE (Steps 7-10)
Closing with Confidence
We stay by your side through due diligence, legal review, and closing. Every pillar of your deal is validated before you sign, and we continue supporting you as you transition into the next chapter of your career and life.
Navigate due diligence with full team support
Partner with your legal team to finalize all documents
Close the deal and guide your post-close transition
Our Proven 10-Step Process
From initial discovery to life after close, here is exactly how we guide you through every stage of your transition.
- DISCOVER (Steps 1-3)
- EXECUTION (Steps 4-6)
- CLOSE (Steps 7-10)
We align on how we define success, understand your goals, and identify what an ideal transition looks like for you.
Education Discovery
We educate you on the process and explore your available options, ensuring the path forward is the best course to achieve your goals.
Analysis Discovery
We gather financial and operational information to analyze trends, growth opportunities, and financial metrics that drive strong offers.
Partner Selection Execution
We explore the qualitative factors that determine whether a potential partner aligns with your philosophy and clinical vision.
Negotiation Execution
We procure multiple offers, create a true apples-to-apples comparison, and ensure maximum value by focusing on terms that matter most.
Letter of Intent Execution
We facilitate the LOI process so you enter into a well-structured agreement that accurately reflects the negotiated deal terms.
Due Diligence Close
Our team helps you navigate due diligence, ensuring the right partner fit and a smooth, timely path to closing.
Legal Review Close
We partner with your legal representatives to memorialize deal terms and help you understand all aspects of the legal documents.
Close Close
The best part: you’ve found the right partner, terms are agreed, contracts finalized, and funds received. Time to celebrate.
Life After Close Close
Our team supports you as you transition into this next exciting phase, answering questions and providing guidance along the way.
Frequently Asked Questions
An Orthodontic Service Organization (OSO) is similar to a DSO but focused exclusively on orthodontic practices. OSOs typically understand the unique aspects of orthodontic care, including longer treatment cycles, contract-based revenue, and the importance of clinical philosophy, and structure their partnerships accordingly.
Orthodontic practices are typically valued based on adjusted EBITDA multiples, but factors like contract backlog, new patient starts, production per chair, geographic market strength, and growth trajectory all significantly influence valuation. Multi-location groups and practices with strong new patient flow often command premium multiples.
Clinical autonomy is a top priority for most orthodontic buyers, especially OSOs that understand the importance of treatment philosophy to patient outcomes and doctor satisfaction. We help you identify partners who respect your clinical approach and negotiate terms that protect your autonomy in writing.
Multi-location orthodontic practices and those with active growth trajectories are among the most sought-after acquisition targets in healthcare M&A. Buyers value established systems, proven expansion capabilities, and the reduced risk that comes with geographic diversification. Growth-stage practices often achieve stronger valuations.
The orthodontic M&A market remains highly competitive with strong buyer demand. Orthodontic practices often command premium multiples compared to general dental due to their predictable revenue models, higher production per provider, and the specialty’s attractive growth characteristics. Multiple OSOs and private equity groups are actively seeking orthodontic acquisitions.